Adam Wiles

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About Adam Wiles

Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback.

He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005.

Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions.

Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.

See Disclosures

General Information

Firm Start Year

2004

No. of Employees

CRD#

4798512

Firm CRD#

145499

Name of Custodial Firm

Schwab Institutional, Axos Advisor Services

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Financial Service work experience:

Formerly with Merrill Lynch. Now with Global View Registered Investment Advisor.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$520,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

Education

Bachelor of Arts - Finance

Wofford University

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

http://globalviewinv.com/legal-information- globalview/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1816885/paladinregistry-Global-View-Investment-Advisors,-LLC-detailed-disclosure.html

Disclaimer

Investment Advisory Services offered through Global View Investment Advisors LLC. a Registered Investment advisor.

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Paladin Research Report For:

Global View Investment Advisors, LLC